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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
651
Blue Trust Inc
Georgia
$59.9K -$74.3K -446 -54%
RFS
652
Richardson Financial Services
Massachusetts
$59.5K +$7.5K +45 +14%
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$57K -$11K -66 -16%
GFA
654
Gladwyn Financial Advisors
Virginia
$55.4K +$167 +1 +0.3%
CA
655
Clearstead Advisors
Ohio
$54.8K -$48.8K -293 -46%
ZBNA
656
Zions Bancorporation, National Association
Utah
$54K – – –
KB
657
Kimelman & Baird
New York
$53K – – –
C
658
Covestor
United Kingdom
$53K -$20.3K -122 -27%
PWPS
659
Pinnacle Wealth Planning Services
Ohio
$50K +$52.3K +314 New
JSAM
660
J. Safra Asset Management
New York
$47.3K – – –
TWC
661
TD Waterhouse Canada
Ontario, Canada
$46K – – –
TWD
662
True Wealth Design
Ohio
$44.8K -$167 -1 -0.4%
RFP
663
Root Financial Partners
California
$41.7K +$3.83K +23 +10%
SGK
664
Steigerwald Gordon & Koch
Virginia
$40.9K +$25.2K +151 +142%
OL
665
OneFund LLC
Florida
$40.4K +$2.17K +13 +5%
MWA
666
Medallion Wealth Advisors
Connecticut
$39.8K – – –
FMP
667
Financial Management Professionals
Texas
$38.4K – – –
SIM
668
Sentry Investment Management
Wisconsin
$37K – – –
SIS
669
Sound Income Strategies
Florida
$36.5K -$1.67K -10 -4%
NSIM
670
North Star Investment Management
Illinois
$35.3K +$2.17K +13 +6%
CFO
671
CVA Family Office
Colorado
$35.2K – – –
BA
672
Bard Associates
Illinois
$34.9K +$36.5K +219 New
HFS
673
Hantz Financial Services
Michigan
$34K +$11.3K +68 +46%
MEG
674
Millstone Evans Group
Colorado
$33.6K – – –
HDIM
675
Hanson & Doremus Investment Management
Vermont
$32K – – –
25 26
27
28 29